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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,216 | $82,674-40.5% | $125,363-60.7% | $68,495-28.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -9.87% | -5.97%-3.9pp | 572.15%-582.0pp | -7.84%-2.0pp |
| Employer contribution / active EE | $3,534 | $3,382+4.5% | $4,815-26.6% | $2,596+36.1% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,447-100.0% | $4,028-100.0% |
| Admin fee / account holder | $5,999 | $6,276-4.4% | $10,005-40.0% | $5,403+11.0% |